Are you taking advantage of all the opportunities available for your business? With the help of our professional partners, we can help you implement effective tax strategies for your business, so you can continue to contribute to the community without overpaying for the privilege.

For example: Segregated funds are important for business owners because they:

  • Provide a guarantee of capital regardless of market conditions
  • Are creditor-proof
  • Bypass the estate and avoid probate fees in the event of death
  • Can have a beneficiary directly named, providing confidentiality and privacy,
  • And Corporate Class funds are important for business owners because they allow tax deferred growth due to limited taxable distributions from the fund and provide tax deferred rebalancing when moving between funds.

Working with professionals allows you to build an effective strategy that ensures you protect yourself and your business.

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If you're willing to take an active role in your financial future, we want to work with you. If you have questions about anything that may impact your financial goals, give us a call or send us an email and we will do our best to find the right answer for your circumstances.

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